Give each provider the same business description
Prepare one accurate summary of the entity, site, products, customer types, checkout platform, expected sales, and processing history. Reuse that summary across interviews so different offers reflect the same facts. Flag planned storefronts or products separately from what is already live.
Ask who can answer each class of question
Ask the provider who reviews eligibility, signs the processing agreement, supports integration, and resolves funding issues. Request written terms and ask whether unresolved conditions remain. Keep questions about technical support separate from questions about the scope of approval.
Test a specific order with the technical team
Pick a representative sale and ask the provider to walk through authorization, capture, fulfillment, refund, and payout reporting for the proposed setup. For a migration, also ask how historical transactions and saved methods are handled. Record who owns the work after the first conversation.
Ask these questions in every interview
- Who decides whether the actual storefront and catalog are eligible?
- Which account, gateway, and costs are included in the proposal?
- Who supports checkout, refunds, disputes, and funding after launch?
Sources and further reading
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